$51.3M Total AUM
$51.3M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-31-2001
- Office Locations
- 1
Office Locations
2820 W. Charleston Blvd. Ste. 20 LAS Vegas NV
About Houssels Capital Management, LLC
Houssels Capital Management is a Las Vegas-based, founder-led RIA serving retail clients, with a stated focus on entrepreneurs. The firm provides wealth planning, tax planning, and portfolio construction, and its discretionary portfolios are primarily implemented with ETFs (alongside cash and high-quality bonds) and mutual funds, custodied at Charles Schwab.
Team overview
48 AVG AGE
$51.3M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
25.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Client Personas
Momentum
Investment Vehicles
Pathway meridian
Services
Insight north Beacon Legacy momentum
Owner & Executives
E
ERIC WALLACE HOUSSELS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2524332
- Ownership
- 75% or more
(248) 462-7700
ember.oak@focuscapital.com
in linkedin.com/in/delta-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,295,275 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,295,275 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,295,275
Equity - Exchange:
26.8% Cash:
18.2% U.S. Government/Agency:
21.6% Corporate - Investment Grade:
26.6% Municipal Bonds:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,099,596,692 | 26.8% |
| Cash | $746,741,037 | 18.2% |
| U.S. Government/Agency | $886,242,110 | 21.6% |
| Corporate - Investment Grade | $1,091,390,747 | 26.6% |
| Municipal Bonds | $279,002,147 | 6.8% |
| Total | $4,102,972,733 | 100.0% |